See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,615 | $127,386+83.4% | $115,037+103.1% | $125,391+86.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.28% | 31.28%-32.6pp | 26.14%-27.4pp | 282.22%-283.5pp |
| Employer contribution / active EE | $4,780 | $5,166-7.5% | $4,608+3.7% | $4,866-1.8% |
| Participant deferral / active EE | $7,829 | $6,423+21.9% | $6,026+29.9% | $5,352+46.3% |
| Admin fee / account holder | $2,495 | $9,516-73.8% | $8,175-69.5% | $9,540-73.8% |